Mastermind Leader, Business Consultant & Financial Advisor Coach | Leadership Development Specialist

Scott Hamilton dedicates his professional time to coaching a select
group of financial advisors—ranging from boutique practices to
large, multi-advisor RIAs managing over $8 billion in assets. His
hands-on experience in building and scaling businesses within the
financial industry makes him uniquely qualified to guide advisors
looking to expand their client base, increase their influence, and
refine their leadership skills.

What I Offer

• Mastermind Groups: Work with me in the mastermind setting to access the collective genius of the mastermind group. Set bigger goals and reach them faster.
• One on one coaching: Whether you’re running a small practice or a large advisory firm, I help you develop actionable plans to grow revenue, acquire new clients, and create systems that foster long-term success.
• Leadership Development & Team Building: Empowering advisors to lead with confidence, develop high-performing teams, and build a strong company culture that drives results.
• Client Relationship Mastery: Insights and strategies for strengthening client relationships, increasing trust, and differentiating your services in a competitive market.
• Proven Coaching Methodologies: Drawing from years of experience and training, I apply time-tested business processes and strategies to help advisors streamline their operations, increase productivity, and elevate their performance.

Why Choose Scott Hamilton

With over 40 years of professional experience—including earning a law degree, becoming a Fellow of the Esperti-Peterson Institute Masters Program in Wealth Strategies, and working with some of the most successful firms in the industry—Scott’s unique blend of legal, financial, and coachingexpertise offers a comprehensive approach to business growth.

In addition to his wealth strategies background, Scott’s deep commitment to personal development ensures that financial advisors gain the mindset tools necessary for sustained success. His coaching is rooted in actionable steps, ensuring clients see measurable results in their practices.

Scott is certified in Book Yourself Solid, a methodology from Michael Port’s best-selling book. He is also a certified Pareto Systems coach deploying Pareto Systems’ proven business processes to help advisors achieve their goals. He’s worked with firms of all sizes, helping them streamline operations and implement systems that drive profitability and client satisfaction.

A Little More About Scott

When he’s not coaching, Scott enjoys spending time with his wife, Kim, and their four children (and 8 grandchildren). Scott is also an avid musician, playing guitar and songwriting.

If you’re ready to take your financial advisory practice to the next level and want a coach who understands both the intricacies of the financial industry and the psychology behind business success, let’s connect.

A Trusted Partner for Financial Advisors Seeking Excellence

With over 20 years in the financial services industry, Jason Westover has built a distinguished career serving financial advisors, sales teams, and wholesalers. Jason’s journey includes contributions to some of the industry’s leading firms, where he gained recognition as a featured speaker and educator, empowering thousands of financial advisors and wealth managers to elevate their practices.

Known for his inquisitive nature and ability to uncover areas of opportunity, Jason has a proven track record of crafting innovative solutions that drive meaningful results for his clients and their teams.

As a self-proclaimed “generosity guru,” Jason embraces a client-centric philosophy. He deeply values understanding the unique needs of those he works with and generously dedicates his time and resources to fostering relationships that deliver enduring value.

Nearly a decade ago, Jason discovered the transformative power of Pareto Systems, a leading provider of practice management solutions for financial professionals. This introduction reinforced his belief in creating predictable, sustainable, and scalable businesses for financial advisors through process-driven strategies. Drawing from Pareto’s proven methodologies, Jason specializes in helping advisors refine their client value propositions, professionalize their practices, and develop franchise-ready models that enhance enterprise value.

Jason’s Coaching Emphasizes

• Elevating the Client Experience: Implementing systems that enhance trust, professionalize relationships, and create advocacy.
• Process Over Product: Aligning all business activities to a structured process that ensures consistency and scalability.
• Succession and Continuity Planning: Crafting strategies that secure long-term business viability and maximize value.
• Time and Task Management: Streamlining operations to ensure advisors spend time in their highest-value activities.

Jason’s partnership with Pareto Systems and his decades of experience enable him to guide financial professionals in building businesses that are not only successful but also deeply fulfilling. Whether you’re looking to refine your practice, establish a succession plan, or take your business to the next level, Jason provides actionable insights and strategies to help you achieve your vision with confidence and clarity.